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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-08 |
| PA | RA | APPROVED | 2026-04-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spring Ridge Financial Group, Llc | Reading | PA | 06/2025 | Present |
| Data Prep U Llc | Golden | CO | 02/2022 | 04/2025 |
| Teaching Strategies Llc | Bethesda | MD | 03/2021 | 01/2022 |
| Kpmg Llp | Mclean | VA | 04/2017 | 03/2021 |
| Deloitte Llp | Arlington | VA | 01/2017 | 03/2017 |
| Pinnacle Advisory Group, Inc. | Columbia | MD | 11/2015 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 11/2025 | Present |
Owner, Data Mindshift, LLC; Business Process Analytics & Automation Support; Located in Rockville, MD 20850; as of 04/11/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-13 |
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